In order to send a document for eSignature, you first need to have a document attached to the record. When you send the documents for eSignature, you can add the document to be sent for eSignature manually or auto attach it with an agreement. You can manually attach a document using the Salesforce attachment process, or you can use Document Generation.
You can add an attachment in one of the following ways.
- Manually attach one or more documents
You can manually attach the document using the Salesforce attachment process.
- Attach a document using Document Generation
You can use templates to generate a document using Salesforce field values. You can use this feature only if your system admin has configured Add Attachments Enabled.
To attach a document manually
- Select the agreement that you want to attach the document.
- Under the Notes & Attachments related list, click Attach File.
Click Choose File and select the agreement that you want to upload.
Ensure that you do not upload a file of size over 12 MB. You can attach a file larger than 12 MB, but it will not be included in the envelope being sent for eSignature.
- Click Attach File.
- Click Done.
You can also attach the documents manually through Files related list. The uploaded documents are displayed in both Files and Notes & Attachments related list.